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News

Advisers urged to encourage philanthropy amongst HNW clients

Your profession

Advisers urged to encourage philanthropy amongst HNW clients

To combat the financial services' 'philanthropy knowledge gulf'

clock 11 January 2024 • 2 min read
New era for workplace pension governance as TPR overhauls practices

Regulation

New era for workplace pension governance as TPR overhauls practices

The regulator’s long-awaited general code of practice has been published

clock 11 January 2024 • 1 min read
Trust is key when looking for a financial adviser, CISI finds

Your profession

Trust is key when looking for a financial adviser, CISI finds

Advised women experience significant value compared to the unadvised

clock 11 January 2024 • 1 min read
Advisers warned they risk failing retirees with overreliance on averages

Your profession

Advisers warned they risk failing retirees with overreliance on averages

Also means IFAs may struggle to meet FCA’s thematic review requirements

clock 11 January 2024 • 2 min read
Canada Life to train financial advisers in behavioural psychology

Your profession

Canada Life to train financial advisers in behavioural psychology

The provider has partnered with We Are IB to create ‘HumanSense'

clock 11 January 2024 • 2 min read
The Pensions Regulator staff launch fresh round of strike action over pay

Regulation

The Pensions Regulator staff launch fresh round of strike action over pay

Regulator ‘disappointed’ as PCS union members begin fresh strike today

clock 11 January 2024 • 2 min read
FSCS declares County Durham-based British Steel firm in default

Companies

FSCS declares County Durham-based British Steel firm in default

D&G Financial Services is no longer trading

clock 10 January 2024 • 1 min read
FCA warns adviser over 'reckless' pension transfer advice

Your profession

FCA warns adviser over 'reckless' pension transfer advice

Alleged failure to assess suitability sparks regulatory action

clock 10 January 2024 • 1 min read
British Steel redress complaint dismissed by commissioner

Your profession

British Steel redress complaint dismissed by commissioner

Claims nothing can be done about the ‘unfair’ redress calculation policy

clock 10 January 2024 • 1 min read
Timeline solution named top MPS of 2023 by Defaqto

DFM & Model Portfolios

Timeline solution named top MPS of 2023 by Defaqto

Abraham Okusanya's Classic - 50 was the most recommended

clock 10 January 2024 • 1 min read
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